need to know Podcasts

Anti-Covid protests in China, the EU price cap on oil and commodity prices in general, plus data-driven surges in equity markets.

Last week’s budget from an investment perspective, bonds, and the amazing resilience of UK large cap equities.

Market reaction to last week’s better-than-expected US CPI, cryptos in crisis and what to expect from this week’s budget.

Thoughts on a surprisingly frank Andrew Bailey. Plus, what Tuesday’s US midterm election results and this week’s US CPI data might mean for markets.

Reflecting on a stellar month for the Dow Jones, markets looking for signs of central bank pivots and why Kwasi Kwarteng’s mini budget may not go down in history as one of the worst.

Thoughts on the new Prime Minister, earnings season and recent market rebounds and a more dovish tone from central banks.

Market’s volatile response to last week’s US CPI and the UK economy and intimidating bond markets.

Ahead of next week’s Chinese National Party Congress, we speak with Coutts Emerging Market expert, Richard Woodrow. Topics covered include why the congress is important, China’s economic backdrop and the move away from a zero-Covid policy.

Market reaction to last week’s US non-farm payroll report and what to expect format his week’s US CPI. Plus the ongoing challenges to gilts and our old friend Elon Musk.

LDI and why the Bank of England intervened in bond markets, Monday’s UK government U Turn and a key piece of US data due out this week.

Market reaction to Friday's mini budget, the implications of providing a fiscal boost during periods of high inflation and the effectiveness of trickle-down economics.

Market reaction to recent US CPI data, what to expect from the US Federal Reserve and Bank of England’s Monetary Policy Committee and why bonds are strategically interesting.

Can the UK afford to address the energy crisis? Positive US jobs data and thoughts on the Chinese economy.

Markets focus on Jackson Hole and Jerome Powell’s speech, Citi Bank’s gloomy UK CPI forecasts and why the US economy is less challenged than the UK and Europe and why that’s important for investors.

Has US inflation peaked? How effective will the US Inflation Reduction Act be and could we be on course for stagflation in the UK?

Why US markets have rallied despite a disappointing US earnings season and why, long term, earnings are often a more reliable trend than stock markets.

What’s driving divergent GDP across the US , Europe and UK, looking back on a strong month for stock markets and why the US Federal Reserve is data dependant.

In a special episode of Need to Know Sarah Muir spoke to Coutts Chairman, Lord Waldegrave to get his thoughts on the Conservative Party leadership contest. Topics covered include the future direction of the party, claims this is a ‘fractious’ campaign and the role Boris Johnson may play when he finally leaves number 10.

It’s a big week for data, not least Wednesday’s US Federal Meeting. A lot of what we learn this week about growth, inflation and interest rates will set the mood for markets over the coming months.

The latest investor sentiment report from the Bank of America, the ECB to raise rates and what that means for Italy and the latest from US corporate earnings season.

The Conservative party leadership contest and what it means for the UK economy, dollar strength rather than sterling weakness, and key US data.

In special episode Sarah Muir spoke with Coutts Managing Director and former soldier, Alex Liddle about the war in Ukraine. Does Russia’s victory in Lysychansk mark a change in fortunes for Putin? Do we see a swift resolution to the conflict or a long drawn out war of attrition and how would that impact markets?

A recession in name only, wise words on investing during periods of peak pessimism and an esoteric measurement the Fed uses to gauge the outlook for inflation.

Recent controversy surrounding responsible investing, agreeing on ESG terminology, and why current headwinds won’t impact our long term responsible investing commitments.

Alan Higgins and Sarah Muir consider the three Rs – recession outlook, rebounds and Russian debt default.

What can previous bear markets tell us about what to expect this time round?

Alan Higgins and Sarah Muir compare and contrast 1973/74, 2000 – 2002 and 2008/09. 

Market reaction to Friday’s red-hot US CPI data, the latest UK GDP data and cryptocurrencies under pressure.

What research tells us about the value of the old adage, ‘sell in May’, expectations ahead of this week’s US CPI number and last but not least, the latest on Elon Musk’s bid for Twitter and Tesla’s exclusion form major ESG indices.

‘Buy the dip’ vs ‘sell in May’, the ECB finally shifts towards a more hawkish stance, and thoughts on Stuart Kirk’s controversial climate change comments.